Which Financial Advisor Should You Choose in Excelsior, MN?

Review 2 local financial advisors in Excelsior, MN and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
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Modus Advisors
17 Years
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Modus Advisors is a Registered Investment Advisory firm specializing in comprehensive financial planning and personalized investment management for high-net-worth individuals. We help clients achieve financial goals through retirement planning, tax optimization, and wealth preservation strategies. Our fee-only fiduciary model ensures unbiased advice aligned with client interests.
Comprehensive Planning Retirement Planning Investment Management
Personalized strategies Expert financial guidance Proactive communication
August Financial Consulting offers expert financial planning, retirement strategies, and portfolio management services. We help individuals and families achieve long-term financial security through personalized plans, transparent fee structures, and collaborative partnerships with trusted professionals. Our mission is to simplify complex financial decisions while prioritizing client goals.
Financial Planning Retirement Planning Wealth Management
Eden Prairie (5.8 mi) Hopkins (8.1 mi) Minneapolis (15.6 mi) Saint Paul (23.5 mi) Chanhassen (3.3 mi) Minnetonka (4.9 mi) Wayzata (5.7 mi) Maple Grove (12.9 mi) Osseo (16.9 mi) Burnsville (16.9 mi)